Get a Demo: let leads request a demo

When new prospects visit your site, you can give them a way to request a demo - and qualify them at the same time.

With the Get a Demo app, your visitors can request to book a demo with you right from your Messenger home.

When a visitor requests a demo, you can choose up to three qualification questions for them to answer before they can complete the request. This will allow your sales team to identify and follow up with quality leads who request a demo.

Once they’ve requested the demo, your visitors will be converted to leads in the Intercom Platform, and their qualification data will be added to their profile. You can also choose which teammates should get notified by email.

Lastly, you can choose to notify a team or teammate when a lead requests a demo:

Note: You can also choose to notify every teammate in your Intercom account by selecting ‘Everyone’.

Once you’ve completed setup, you can add the ‘Get a demo’ app to your Messenger home. First, choose to customize the Messenger home for visitors:

Then, click ‘Add an app’ and choose the ‘Get a demo’ app:

Once you hit ‘Save and set it live’, your visitors will be able to request a demo - and qualify themselves - right from the Messenger.

Here are some tips to bear in mind when you are booking demos with your leads:

Best practices for managing demo requests from leads

Assign demo requests to the right team

With the ‘Get a demo’ app, you can choose who gets notified about your demos. If your sales or support teams usually manages one-to-one demos with your customers, you should assign your demo requests to their inbox. Then they’ll receive an email when a new lead requests a demo, so they can reply quickly.

Scale your product demos

If you’re receiving too many product demo requests to run one-on-one sessions for each, you should scale them into group events, like webinars. You can learn more about how we scaled product demos for a growing audience.

What’s next?

Here are more apps that can help you convert more leads into customers: